Our Technology Partners
Our go-to tech stack for modern accounting, finance, tax, and HR—chosen for reliability, security, and speed.
Already using something else? We’ll meet you where you are.
Our Accounting Partners
Quickbooks
Cloud-based accounting software that helps businesses manage bookkeeping, track expenses, send invoices, and generate financial reports.
Bill
Cloud-based platform that automates accounts payable and receivable, streamlining bill payments, approvals, and invoicing for businesses.
Melio
Online payments platform that simplifies accounts payable, enabling businesses to pay vendors by bank transfer or card and manage payments in one place.
Net Suite
Cloud-based ERP platform that integrates accounting, financial management, CRM, and business operations into a single system for growing companies.
Xenett
Cloud platform that automates reconciliations and workflow to help accounting teams close books faster.
Xero
Cloud-based accounting software that helps small businesses manage invoices, expenses, bank reconciliation, and financial reporting in one simple platform.
Our HR Partners
Gusto
Cloud-based payroll and HR platform that automates payroll, benefits, and compliance, making it easier for businesses to manage their teams.
Human Interest
Cloud‑based retirement plan provider that helps small and mid‑sized businesses offer and manage 401(k) plans with automated administration and compliance.
ADP
Comprehensive payroll and HR platform that automates payroll, tax compliance, and workforce management for businesses of all sizes.
TriNet
Cloud-based HR platform that provides payroll, benefits, compliance, and risk management solutions for small and mid-sized businesses.
Guideline
Cloud-based retirement platform that simplifies 401(k) plan setup, administration, and compliance for small and growing businesses.
Justworks
All-in-one HR, payroll, and benefits platform that simplifies compliance and team management for small businesses.
Workstream
Hiring and onboarding platform that automates recruiting, applicant tracking, and team management for hourly workers.
Deel
Global payroll and compliance platform that helps businesses hire, pay, and manage remote employees and contractors anywhere.
Our Tax Partners
Tax Taker
Platform that helps companies identify and claim federal and state R&D tax credits and incentives, maximizing tax savings and improving cash flow.
Tallyfor
Cloud-based tax automation platform that connects accounting systems, builds trial balances, and streamlines tax preparation and filing for CPA firms.
Stanford Tax
Automates tax preparation by collecting client documents, organizing workpapers, and generating prep-ready files for accounting firms.
Our FP&A Partners
G-Accon
Add-on for Google Sheets that connects to accounting platforms like QuickBooks and Xero, enabling real-time financial reporting, automation, and data analysis.
Jirav
Cloud-based financial planning platform that integrates budgeting, forecasting, and reporting to help businesses make data-driven decisions.
Clockwork
Payroll and HR platform that automates employee payments, time tracking, and compliance for growing businesses.
Carta
Equity management platform that helps companies manage cap tables, valuations, and employee stock options in one secure system.
Shoobx
Platform that streamlines company formation, equity management, and legal workflows for startups and growing businesses.
Our Automations Partners
Make
No-code automation platform that connects apps and systems to automate workflows, sync data, and streamline business processes.
Zapier
No-code automation platform that connects apps and automates workflows to save time and reduce manual tasks.
n8n
Open-source workflow automation tool that connects apps and automates processes with flexible, code-friendly integrations.
Our Operations Partners
Karbon
Collaborative practice management platform for accounting firms that centralizes workflows, tasks, email, and client communications to improve productivity and teamwork.
Ignition
Client engagement and billing platform that automates proposals, scopes of work, time tracking, and payments for service‑based businesses.
Mercury
Banking platform built for startups and small businesses, offering FDIC‑insured accounts, integrated payments, and tools for managing finances in one place.
Gesmer Updegrove
Law firm providing corporate, IP, and business legal services for technology and high-growth companies.
First Republic Bank
Financial services platform offering business banking, credit cards, loans, and payment solutions to help companies manage and grow their finances.
Settle
Cloud‑based financial operations platform that unifies procurement, accounts payable, vendor payments, and working capital for growing ecommerce and CPG brands.
Brex
Corporate cards and cash management platform for startups and growing businesses.
Expensify
Expense management platform that automates receipt capture, reporting, and business spending workflows.
Hubspot
All‑in‑one CRM platform that helps businesses manage sales, marketing, and customer service with automation and analytics.
Semrush
Online marketing platform that provides SEO, content, competitive, and advertising analytics to help businesses improve their online visibility and drive growth.
Divvy
Expense management and corporate card platform that helps businesses track spending, set budgets, and control expenses in real time.
Stripe
Online payments platform that enables businesses to accept and manage secure card and digital payments with integrated financial tools.
Relay
Online business banking and money management platform that gives companies clearer control of cash flow with multiple accounts, cards, and integrated payments.
Bluevine
Banking and financing platform for small businesses, offering business checking, lines of credit, and flexible financing solutions.
Practice Protect
Framework that establishes best practices for securing accounting and financial data, protecting against unauthorized access, breaches, and fraud.









































